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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
JA
1451
JOYN Advisors
Georgia
$59K +$566 +4 +1%
AAIM
1452
Asset Advisors Investment Management
Georgia
$55K +$50.9K +360 New
TC
1453
Truvestments Capital
Florida
$54K +$50.1K +354 New
LA
1454
Legacy Advisors
Pennsylvania
$53K – – –
WC
1455
Whitney & Co
New York
$51K – – –
ARMC
1456
American Research & Management Company
Massachusetts
$50K -$3.54K -25 -7%
OC
1457
Oakworth Capital
Alabama
$50K – – –
BBA
1458
Braun-Bostich & Associates
Pennsylvania
$49K +$45.1K +319 New
CFD
1459
Creative Financial Designs
Indiana
$48K -$566 -4 -1%
BWM
1460
BerganKDV Wealth Management
Minnesota
$47K -$849 -6 -2%
CFA
1461
Camarda Financial Advisors
Florida
$46K +$42.4K +300 New
FRA
1462
Front Row Advisors
California
$45K – – –
EARNEST Partners
1463
EARNEST Partners
Georgia
$44K – – –
WAS
1464
Winch Advisory Services
Wisconsin
$43K -$66.3K -469 -62%
VRM
1465
Vectors Research Management
New York
$43K +$44.1K +312 New
VCM
1466
Versant Capital Management
Arizona
$40K – – –
WPA
1467
West Paces Advisors
Georgia
$39.3K – – –
KPCM
1468
Kings Point Capital Management
New York
$37K – – –
LF
1469
Lee Financial
Texas
$34K -$83.2K -588 -72%
IAS
1470
IMA Advisory Services
Colorado
$34K -$1.13K -8 -3%
HCM
1471
Horrell Capital Management
Arkansas
$34K – – –
GAM
1472
Gemmer Asset Management
California
$34K +$141 +1 +0.5%
AA
1473
AlphaMark Advisors
Kentucky
$32K – – –
MFW
1474
Mosaic Family Wealth
Missouri
$32K +$5.66K +40 +18%
SPL
1475
Smart Portfolios LLC
Washington
$30K – – –